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Optimo Pathfinder
About us
Pricing
Newsroom/Articles
Case Studies
Help Guide
Contact

Newsroom/Articles

Press release: Optimo Launches Beta version of Robo-Strategy Platform

Sep 14, 2016, 9:00 AM

latest news

CASE STUDY: Getting Money Into Super

Jun 26, 2018, 3:51 PM

There are many ways of building your super balance, each subject to rules and limitations on how they operate. Pathfinder can provide a prime strategy to guide you through the maze of possibilities.

PRESS RELEASE - Optimo Expands its Platform with SMSF Modelling

Apr 11, 2018, 4:58 PM

Optimo Financial has launched the latest version of its paraplanning software, Pathfinder, which includes SMSF modelling in Beta.

Case Study - How long term projections can help clients prioritise their goals

Feb 27, 2018, 3:21 PM

When your clients have competing goals and not much cash to spare, the idea that "We cannot do everything at once, but we can do something at once" comes to mind. So, then the question is, how do we chose what to do at once, and what can wait until later?

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